Heritage Holding

Private Equity SEC-registered adviser

Legal name: Heritage Holding Management, LP

Boston, MA Website LinkedIn

AUM

$277.7M
Regulatory AUM

Private funds

2
Private Equity 2

Private fund assets

$277.7M
Gross asset value

Employees

17

Last Form D raise

Sep 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

K
Karnig Porter
Co-Founder, Limited Partner, Chief Compliance Officer
Source: SEC Form ADV
L
Louis-Alexandre von Altishofen
Co-Founder, Limited Partner
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Heritage Search Partners 2, LPPrivate Equity$39.5M$35.0M9Sep 2025Cool
Heritage Holding Fund I, LPPrivate Equity$238.1M$220.0M54Aug 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
331677
SEC file number
801-130681

Sources